Cambridge Investment Research Advisors
EEP

Cambridge Investment Research Advisors’s Enbridge Energy Partners EEP Stock Holding History

Cambridge Investment Research Advisors’s Portfolio EEP Stock Details EEP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-26,672
Closed -$293K – 2346
2018
Q3 		$293K Buy
26,672
+1,547
+6% +$17.4K ﹤0.01% 1813
2018
Q2 		$275K Buy
25,125
+983
+4% +$9.82K ﹤0.01% 1795
2018
Q1 		$233K Sell
24,142
-1,131
-4% -$14.9K ﹤0.01% 1864
2017
Q4 		$349K Sell
25,273
-1,981
-7% -$28.8K ﹤0.01% 1546
2017
Q3 		$436K Sell
27,254
-49
-0.2% -$755 0.01% 1320
2017
Q2 		$437K Buy
27,303
+1,707
+7% +$29.6K 0.01% 1279
2017
Q1 		$486K Buy
25,596
+2,700
+12% +$54.7K 0.01% 1094
2016
Q4 		$583K Buy
22,896
+6,971
+44% +$170K 0.01% 942
2016
Q3 		$405K Sell
15,925
-383
-2% -$9.2K 0.01% 1148
2016
Q2 		$378K Buy
16,308
+2,814
+21% +$59.6K 0.01% 1080
2016
Q1 		$247K Buy
13,494
+344
+3% +$6.07K 0.01% 1279
2015
Q4 		$303K Sell
13,150
-2,524
-16% -$63.2K 0.01% 1115
2015
Q3 		$387K Sell
15,674
-8,561
-35% -$246K 0.01% 900
2015
Q2 		$808K Sell
24,235
-527
-2% -$19.4K 0.02% 591
2015
Q1 		$892K Sell
24,762
-431
-2% -$16.5K 0.03% 544
2014
Q4 		$1M Buy
25,193
+647
+3% +$24.2K 0.03% 477
2014
Q3 		$954K Buy
24,546
+392
+2% +$14.1K 0.03% 544
2014
Q2 		$892K Sell
24,154
-5,652
-19% -$174K 0.03% 496
2014
Q1 		$817K Sell
29,806
-664
-2% -$18.6K 0.03% 497
2013
Q4 		$910K Buy
30,470
+2,203
+8% +$65.8K 0.04% 426
2013
Q3 		$861K Buy
28,267
+4,067
+17% +$125K 0.04% 416
2013
Q2 		$738K Buy
+24,200
New +$722K 0.04% 404

Other funds holding EEP

SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return
HWM
Holloway Wealth Management Gainesville, Florida $350M AUM 10.13% 1-Year Est. Return
CA
Claro Advisors Boston, Massachusetts $953M AUM 24.79% 1-Year Est. Return

Cambridge Investment Research Advisors's EEP Position: Q4 2018 in Review

Cambridge Investment Research Advisors sold out of Enbridge Energy Partners (EEP) in Q4 2018, closing a stake of 26,672 shares — an estimated $293K sold.

Cambridge Investment Research Advisors first reported a position in EEP in Q2 2013 and held it in 22 quarters. The position peaked at $1M in Q4 2014. 3 funds tracked by Wall St. Rank hold EEP as of Q4 2018.

  • Cambridge Investment Research Advisors reported no remaining Enbridge Energy Partners position as of Q4 2018 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 26,672 Enbridge Energy Partners shares in Q4 2018, an estimated $293K.
  • Cambridge Investment Research Advisors first reported a position in Enbridge Energy Partners in Q2 2013 and held it in 22 quarters.
  • Cambridge Investment Research Advisors's Enbridge Energy Partners position peaked at $1M in Q4 2014.
  • 3 funds tracked by Wall St. Rank held Enbridge Energy Partners as of Q4 2018.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2018, filed 5 Feb 2019.